Onsemi's Strategic Acquisition: Enhancing Power Portfolio for AI Data Centers

Onsemi, a leading provider of intelligent power and sensing technologies, has announced its acquisition of Silicon Carbide Junction Field-Effect Transistor (SiC JFET) technology from Qorvo. This strategic move aims to expand Onsemi's power portfolio and address the growing demand for high energy efficiency and power density in AI data centers. The acquisition is expected to close in the first quarter of 2025, subject to customary closing conditions.

SiC JFETs offer significant advantages over traditional silicon-based transistors, making them an ideal choice for power supply units in AI data centers. With the lowest on-resistance per chip area, SiC JFETs use less than half of any other technology, resulting in faster development, reduced energy consumption, and lower system costs. Additionally, SiC JFETs allow for the use of typical off-the-shelf drivers, simplifying integration and further reducing development time.

The integration of SiC JFET technology into Onsemi's power portfolio will enable the company to optimize energy consumption and increase power density in AI data centers. As AI workloads become more complex and energy-intensive, reliable SiC JFETs that deliver high energy efficiency and handle high voltages will be crucial. By acquiring Qorvo's industry-leading SiC JFET technology, Onsemi can address the growing demand for efficient power supply units in AI data centers.



The acquisition of SiC JFET technology is expected to expand Onsemi's market opportunity by $1.3 billion within five years. This strategic move aligns with Onsemi's focus on providing intelligent power and sensing technologies that address the most complex challenges in various markets, including automotive, industrial, and compute and mobile.

In addition to enhancing Onsemi's power portfolio for AI data centers, the acquisition will also accelerate the company's readiness for emerging markets such as EV battery disconnects and solid-state circuit breakers (SSCBs). The combination of Onsemi's extensive EliteSiC power portfolio and Qorvo's SiC JFET technology will enable the company to offer customers a comprehensive range of solutions for optimizing energy consumption and increasing power density.



In conclusion, Onsemi's acquisition of Silicon Carbide Junction Field-Effect Transistor (SiC JFET) technology from Qorvo is a strategic move that will enhance the company's power portfolio for AI data centers. By integrating SiC JFETs into its power supply units, Onsemi can optimize energy consumption and increase power density, addressing the growing demand for efficient power supply units in AI data centers. This acquisition aligns with Onsemi's focus on providing intelligent power and sensing technologies that address the most complex challenges in various markets, further solidifying the company's position as a leader in the semiconductor industry.